LotusGroup Advisors Email Format

Financial ServicesColorado, United States11-50 Employees

LotusGroup Advisors is a Denver-based registered investment adviser focused on helping individuals and families pursue financial stability and independence through thoughtful planning. Described as a small boutique firm, it emphasizes a partnership approach by taking the time to understand clients' values, goals, and circumstances. The firm is registered with the SEC and serves clients across the United States, offering access to both public investments and select private funds through a single advisory practice. Typical clients include individuals with investable assets of at least $500,000, such as business owners, executives, retirees, and healthcare practitioners, with retirees or pre-retirees often at around $1,000,000. In February 2018, LotusGroup Advisors announced the launch of the LGA IncomePlus Fund.

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